See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,516 | $80,717-88.2% | $154,803-93.9% | $84,808-88.8% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.3pp | 68.3%-6.5pp |
| Annual return | 13.73% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $513 | $2,761-81.4% | $4,305-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $871 | $3,303-73.6% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $813 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |